See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,239 | $87,733+39.3% | $106,548+14.7% | $85,850+42.4% |
| Participation rate | 81.5% | 71.9%+9.5pp | 76.1%+5.4pp | 69.3%+12.2pp |
| Annual return | 10.28% | 21.86%-11.6pp | 26.80%-16.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $827 | $2,073-60.1% | $2,819-70.6% | $2,565-67.7% |
| Participant deferral / active EE | $3,835 | $3,469+10.5% | $4,398-12.8% | $3,952-3.0% |
| Admin fee / account holder | $598 | $6,767-91.2% | $7,407-91.9% | $6,260-90.4% |